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iShares Select U.S. REIT ETF

360 hedge funds and large institutions have $1.25B invested in iShares Select U.S. REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.24B → $1.25B (+$11.2M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.51% less ownership

Funds ownership: 62.86%62.34% (-0.51%)

3% less funds holding

Funds holding: 371360 (-11)

12% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 115

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

Holders
360
Holders Change
-11
Holders Change %
-2.96%
% of All Funds
4.83%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
101
Reduced
115
Closed
28
Calls
$295K
Puts
Net Calls
+$295K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$1.34M -$165K -2,699 -11%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$1.33M +$10.5K +172 +0.8%
MA
103
Mutual Advisors
Nebraska
$1.31M -$75K -1,226 -5%
CAL
104
Capital Analysts LLC
Pennsylvania
$1.3M +$520K +8,501 +67%
AWE
105
Avidian Wealth Enterprises
Texas
$1.3M -$157K -2,563 -11%
WANY
106
Wealthspire Advisors (New York)
New York
$1.29M +$649K +10,615 +102%
PFBT
107
Parkside Financial Bank & Trust
Missouri
$1.29M +$201K +3,282 +19%
WLIM
108
White Lighthouse Investment Management
Massachusetts
$1.21M -$59K -965 -5%
WMWM
109
Whitaker-Myers Wealth Managers
Ohio
$1.2M +$1.2M +19,562 New
TTWM
110
TCV Trust & Wealth Management
Virginia
$1.19M -$109K -1,775 -8%
GWS
111
Greykasell Wealth Strategies
California
$1.14M +$25.9K +423 +2%
ATI
112
ARK & TLK Investments
Oklahoma
$1.08M
SCG
113
Sonata Capital Group
Washington
$1.06M -$21.2K -346 -2%
DWM
114
Dakota Wealth Management
Florida
$1.04M
MYIA
115
Mount Yale Investment Advisors
Colorado
$1.02M
PGFC
116
Peapack-Gladstone Financial Corp
New Jersey
$1.01M +$794K +12,990 +375%
NA
117
NewEdge Advisors
Louisiana
$1.01M -$58.8K -961 -6%
MWM
118
Modera Wealth Management
New Jersey
$972K -$77.7K -1,270 -7%
FWM
119
Fortress Wealth Management
California
$959K -$39.3K -643 -4%
CCA
120
Cobblestone Capital Advisors
New York
$957K
HWM
121
HB Wealth Management
Georgia
$957K
WA
122
Wealthstream Advisors
New York
$956K
BPA
123
Beacon Pointe Advisors
California
$954K
AGAM
124
Audent Global Asset Management
California
$934K -$13.8K -225 -1%
SIC
125
Sigma Investment Counselors
Michigan
$886K -$44.6K -729 -5%

ICF Hedge Fund Activity: Q1 2025 in Review

360 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2025, worth a combined $1.25B — up 0.9% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ICF and 22 opened new positions — a net loss of 6 holders — while 115 trimmed existing stakes and 101 added.

The largest buyer was Bank of America, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.

  • 360 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2025, down from 371 in Q4 2024.
  • Funds reported $1.25B of iShares Select U.S. REIT ETF stock for Q1 2025, up 0.9% quarter-over-quarter.
  • 22 funds opened new iShares Select U.S. REIT ETF positions in Q1 2025 and 28 closed out, a net change of -6 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2025 was Bank of America, an estimated $10.3M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2025 was Morgan Stanley, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2025.